See how you can save thousands in taxes by leveraging Qualified Charitable Distributions to your favorite non-profit organization.
Don’t settle for get-rich-quick schemes and trendy investments. See the wisdom in long-term planning for growing your wealth over time.
Understand how a Cash-out Refinance is different than a traditional mortgage. Thomas Talbott, CFP®, shares his thoughts on the benefits and drawbacks of a Cash-out Refinance.
See how a Donor Advised Fund might be a good vehicle for your charitable giving to support your church, a charity, or favorite 501(c)3 organization.
Don’t fall for the insurance inertia trap – paying for auto, homeowners, life, long-term care, or other insurance without thinking necessity or cost.
What can the recent news about GameStop teach us about the difference between gambling and investing?
Find out how you can contribute to a Roth IRA – even if you make more than the maximum AGI limit for Roth IRA accounts.
Don’t let the power of “more” make you discontent. Learn how gratitude and giving can help us develop an attitude of contentment.
Find out the difference between the mindsent of an investor and that of a financial speculator, and how that can impact your financial goals.
This year is an anomaly, and your taxes might also be. But be prepared and pay those needed estimates. According to a June Bankrate.com survey, 49% of U.S. adults lamented, “their income has been hurt by the coronavirus pandemic and related shelter-in-place orders.” And as of August 8 of this year, the U.S. Department of […]
